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Smallwood Wealth Investment Management, LLC → MMD
Smallwood Wealth Investment Management, LLC MMD Position History
NYLI MacKay DefinedTerm Muni Opportunities Fund
Quarters held
8
Latest value
$10K
Q3 2026
Peak value
$4.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4M |
| Q4 2025 | $11K |
| Q1 2026 | $4M |
| Q1 2026 | $11K |
| Q2 2026 | $4.4M |
| Q2 2026 | $12K |
| Q3 2026 | $4.7M |
| Q3 2026 | $10K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10K | 745 | — | — |
| Q3 2026 | $4.7M | 206.7K | — | — |
| Q2 2026 | $12K | 745 | — | — |
| Q2 2026 | $4.4M | 182.4K | — | — |
| Q1 2026 | $11K | 745 | — | — |
| Q1 2026 | $4M | 164.8K | — | — |
| Q4 2025 | $11K | 745 | — | — |
| Q4 2025 | $4M | 162.4K | — | — |
Other funds holding MMD
$158.5M
$153.9M
$97.9M
$93.4M
$92.7M
$91M